c**a
发帖数: 54 | 1 【 以下文字转载自 LosAngeles 讨论区 】
发信人: ciba (东方欲晓), 信区: LosAngeles
标 题: Broadcom cuts 2,500 jobs in wind-down of baseband unit
发信站: BBS 未名空间站 (Wed Jul 23 17:23:18 2014, 美东)
How many of them will be local at Irvine?
http://www.reuters.com/article/2014/07/22/us-broadcom-results-i
(Reuters) - Broadcom Corp said on Tuesday it is winding down its money-
losing cellular baseband chip business and cutting one-fifth of its total
workforce, instead of selling the unit.
Chief Executive Scott McGregor told analysts on a conference call that after
Broadcom said in early June it would exit baseband and then tested the
market for a possible sale, the company decided to shut it down.
"We made the decision to pursue a wind-down, which minimizes the ongoing
losses from the business, and enables us to focus on our core strengths that
much more quickly," McGregor said.
Broadcom said it has cut 250 sales and administrative jobs and expects to
reduce worldwide headcount by another 2,250 employees. Those jobs are
equivalent to about 20 percent of the 12,550 employees Broadcom cited in its
2013 annual report.
Earlier on Tuesday, Broadcom reported stronger-than-expected adjusted second
-quarter earnings and gave a third-quarter gross margin forecast that pushed
the chipmaker's stock higher.
Broadcom's connectivity chips are used widely in smartphones including Apple
's iPhones. But the company lost market share in baseband chips and made
slow progress in leading-edge 4G technology, which is dominated by Qualcomm
Inc.
The Irvine, California company is the latest chipmaker to abandon the
baseband market. Texas Instruments Inc cut 1,700 jobs in 2012 after failing
to sell its mobile chip business.
Developing baseband technology to combine with its connectivity chips had
been seen as Broadcom's response to low-cost smartphone makers in China.
Abandoning baseband will reduce Broadcom's costs, but it may leave the
chipmaker at a competitive disadvantage.
Broadcom forecast an adjusted gross margin of 55 percent for the third
quarter, higher than the 53 percent expected by Wall Street.
“This tells me that getting out of (baseband) was the right news,” RBC
analyst Doug Freedman said of Broadcom's outlook.
Smartphone chipmakers have been adjusting as industry growth shifts away
from North America toward China and other developing countries, where
consumers favor handsets selling for under $200 rather than such top-tier
devices as the iPhone.
Broadcom reported second-quarter revenue of $2.04 billion, down 2.3 percent
from the year-ago period. It said revenue in the third quarter would be
between $2.10 billion and $2.25 billion. The midpoint of its forecast is $2.
175 billion. Analysts on average had expected second-quarter revenue of $2.
05 billion and third-quarter revenue of $2.19 billion, according to Thomson
Reuters I/B/E/S. In the second quarter, Broadcom lost $1 million, or 0 cents
a share, compared with a loss of $251 million, or 43 cents a share, last
year. Non-GAAP earnings per share were 65 cents in the second quarter.
Analysts on average expected 61 cents.
Broadcom's stock rose 3.23 percent in extended trading after closing up 0.31
percent at $38.75 in regular Nasdaq trade.
(Reporting by Noel Randewich; Editing by Meredith Mazzilli) | g**8
发帖数: 4951 | 2 博通被阿三和棒子联手害惨了。 阿三从里，棒子在外，是否联手？待我解读。
我决不是因为韩黑就这么说，我就是根据网上读到的各种评论分析做的综合理性分析。
首先，博通手机芯片部门前几年买了一个做LTE的阿三创业公司，决定是其内部主管手
机业务的大头一个阿三参与决定的，可是，后来有人爆出该三与那个他们买的三公司里
的头目是过去的校友同学好朋友，这利益冲突就是其一。其二，这个买进来的公司Ｎ年
做不出东西，去年年底他们不得不裁员一次1000多人就是因为那个。
那为什么说又和棒子有关，again, 还是综合各种网上新闻报道得出的分析。去年秋天
博买了位于芬兰的一家手机芯片公司，是日本renanance下属的，实际是过去芬兰诺基
亚(!又闻诺基亚！是的）的手机芯片部门，几年前被日本买下，去年被卖掉，被博买下
，现在居然这么短时间连买来的Ｒ也一起dump了。。。为什么？当时买的决定里，就有
三星严重忽悠的成分，因为当时号称Ｒ有ＬＴＥ芯片的成形产品，甚至三星具体型号上
就要用了，但是突然间日本人甩手不再理那个部门了，三星的具体型号设计甚至零配件
都要眼见泡汤，于是忽悠博买了Ｒ，彻底把博涮了。博这次裁的就不是仅仅基端芯片了
，而是AP／soc端的开发支持团队也一锅端了。他们可是几年里给棒子无数的技术和支
持。现在就看棒子是否会等这一轮裁员过后，吃下博的真正强项，wifi芯片部门吧。别
的不说，当时博自认有一万个理由买Ｒ，可是就是不顾基本起码的murphay's law，为
什么日本母厂眼看着Ｒ有了成品，有了眼前的客户三星，还是要撒手西去，就是日本人
看出来三星的险恶和指望不上。博的三们要不是被三星买了就是真不在乎。现在水落石
出，结果一目了然。
另外，三星最近推出了自己的ＬＴＥ整合芯片，就是基端和ＡＰ集成在一起的，业界现
在只有高通的蛟龙做到类似，三星半导体对高通的正面全方位挑战开始了。高通的兄弟
们，mark my words,一到三年之内，你们也会2０％裁员。
注：以上都是我看各种网上新闻，特别是eetimes网站上的文章和读者评论得出的独立
分析，肯定有不准的地方，但是全部都是公开信息。如果你是相关人士，不要涉及任何
不可以说的内容。 |
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